Compare JM ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.37
1.82
NAV
₹47.47
₹48.31
Fund Started
24 Dec 2007
26 Dec 2014
Fund Size
₹226.48 Cr
₹4341.48 Cr
Exit Load
-
-
1 Year
2.74%
-3.03%
3 Year
17.98%
20.83%
5 Year
15.89%
17.71%
Equity
97.92%
96.97%
Cash
0.82%
1.30%
Top 10 Holdings
HDFC Bank Ltd. | 4.30% |
Reliance Industries Ltd. | 3.70% |
Larsen & Toubro Ltd. | 3.54% |
Maruti Suzuki India Ltd. | 2.92% |
ICICI Bank Ltd. | 2.88% |
Max Financial Services Ltd. | 2.69% |
Travel Food Services Ltd. | 2.57% |
One97 Communications Ltd. | 2.51% |
Onesource Specialty Pharma Ltd. | 2.49% |
Bharti Airtel Ltd. | 2.37% |
Multi Commodity Exchange Of India Ltd. | 6.65% |
Eternal Ltd. | 5.12% |
Piramal Finance Ltd. | 4.88% |
Muthoot Finance Ltd. | 4.80% |
PTC Industries Ltd. | 4.29% |
One97 Communications Ltd. | 4.04% |
Waaree Energies Ltd. | 3.99% |
Prestige Estates Projects Ltd. | 3.96% |
Amber Enterprises India Ltd. | 3.81% |
Apar Industries Ltd. | 3.75% |
Name
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Start Date
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Description
The scheme aims at achieving long term growth of capital along with income tax relief for investment. At least 80% of the funds will be invested in equity instruments.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
24 Dec 2007
26 Dec 2014